Southern SO
Ownership & positioning
Who holds it, who is betting against it, and where the big money is moving
Short-sale volume as % of daily volume
Large-order net flow, last 20 sessions
Net of large-order buying minus selling, in USD. Over this window: −$22.53M (9 inflow days, 11 outflow days).
Net flow by order size, last 20 sessions
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 30.3% of shares outstanding.
Largest holders
By investor type
Reported short interest has fallen from 3.16% to 2.56% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).
Recent institutional activity
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Mutual Fund | 2026/Q3 | +1,461,631 | 0.2% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +9,991,218 | 4.0% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +8,370,729 | 0.8% |
| Boston Partners Global Investors, Inc. | Mutual Fund | 2026/Q3 | +6,133,722 | 0.5% |
| LuminArx Capital Management LP | Hedge Fund | 2026/Q3 | +4,000,000 | 0.3% |
| Capital Research | Mutual Fund | 2026/Q3 | +3,340,820 | 5.6% |
| Healthcare of Ontario Pension Plan Trust Fund | Government Pension Fund | 2026/Q3 | +2,787,319 | 0.2% |
| BlackRock | Mutual Fund | 2026/Q3 | +2,622,013 | 8.1% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +2,259,181 | 7.0% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +1,829,620 | 5.6% |
| First Trust Advisors L.P. | Mutual Fund | 2026/Q3 | +1,688,875 | 0.2% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +1,612,881 | 1.2% |
| Canada Pension Plan Investment Board | Government Pension Fund | 2026/Q3 | +1,413,514 | 0.1% |
| Amundi Asset Management | Mutual Fund | 2026/Q3 | +1,163,811 | 0.4% |
| BMO Asset Management | Mutual Fund | 2026/Q3 | +1,138,795 | 0.2% |
Institutional buy/sell activity by reporting period, largest moves first.
Insider transactions
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 30 Sep 2026 | John Johns | Independent Director | Other Derivative Acquisition | +539 | – | 89,846 |
| 30 Sep 2026 | Anthony Earley | Lead Independent Director | Other Derivative Acquisition | +262 | – | 1,136 |
| 30 Sep 2026 | Anthony Earley | Lead Independent Director | Other Derivative Acquisition | +539 | – | 32,408 |
| 30 Sep 2026 | David Meador | Independent Director | Other Derivative Acquisition | +913 | – | 11,159 |
| 30 Sep 2026 | William Smith | Independent Director | Other Derivative Acquisition | +988 | – | 165,393 |
| 30 Sep 2026 | Lizanne Thomas | Independent Director | Other Derivative Acquisition | +539 | – | 8,363 |
| 30 Sep 2026 | David Grain | Independent Director | Other Derivative Acquisition | +973 | – | 88,597 |
| 30 Sep 2026 | John Turner | Independent Director | Other Derivative Acquisition | +913 | – | 4,359 |
| 30 Sep 2026 | Matthew Kim | SVP, Comptroller & Chief Accounting Officer | Open Market Disposition | -100 | $82.73 | 6,110 |
| 30 Sep 2026 | Shantella Cooper | Independent Director | Other Derivative Acquisition | +539 | – | 33,424 |
| 30 Sep 2026 | Janaki Akella | Independent Director | Other Derivative Acquisition | +539 | – | 21,899 |
| 30 Sep 2026 | James Etheredge | Independent Director | Other Derivative Acquisition | +539 | – | 3,447 |
| 30 Sep 2026 | Kristine Svinicki | Independent Director | Other Derivative Acquisition | +539 | – | 12,235 |
| 2 Sep 2026 | Matthew Kim | SVP, Comptroller & Chief Accounting Officer | Open Market Disposition | -1,400 | $88.87 | 6,210 |
| 2 Sep 2026 | Peter Sena | Chairman, President & CEO of Southern Nuclear Operating Company | Open Market Disposition | -4,266 | $88.59 | 26,935 |
| 31 Aug 2026 | Matthew Kim | SVP, Comptroller & Chief Accounting Officer | Open Market Disposition | -100 | $88.45 | 7,622 |
| 5 Aug 2026 | Sterling Spainhour | Chief Legal Officer | Open Market Disposition | -3,333 | $94.02 | 36,170 |
| 2 Aug 2026 | Matthew Kim | SVP, Comptroller & Chief Accounting Officer | Open Market Disposition | -100 | $94.28 | 7,710 |
| 30 Jun 2026 | John Johns | Independent Director | Other Derivative Acquisition | +473 | – | 88,551 |
| 30 Jun 2026 | Anthony Earley | Lead Independent Director | Other Derivative Acquisition | +229 | – | 859 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
Short interest, by report
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 29,442,250 | 2.6% | 4.8 |
| 30 Sep 2026 | 29,346,693 | 2.6% | 4.2 |
| 15 Sep 2026 | 28,961,449 | 2.5% | 5.2 |
| 31 Aug 2026 | 35,194,234 | 3.1% | 6.1 |
| 14 Aug 2026 | 32,587,743 | 2.8% | 5.6 |
| 31 Jul 2026 | 36,366,279 | 3.2% | 7.4 |
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